Private clients
Wealth Management
We provide a wide spectrum of services related to our clients’ family needs. In a sensitive and confidential manner we offer a personalized assistance in order to protect and manage private wealth.
Our professionals are capable to assist private clients in a worldwide perspective according to their specific requirements, with a special focus on the relevant tax issues which may rise in a complex cross-border environment.
Much of the work that we carry out for Private Clients involves the management of private wealth, and its controlled devolution in an effective and efficient way. We pride ourselves on building long term relationships, and value the development of a detailed knowledge and understanding of the individual circumstances of clients and their families.
Tax
Our tax team planning advice covers all aspects of personal income tax, inheritance tax, capital gains tax and stamp duty land tax.
We help individuals, families and trustees plan their affairs and formulate tax efficient strategies to preserve wealth particularly for future generations.
Our long experience of working with a very broad range of clients – whether real estate property owners, entrepreneurs, multi-generational families, international people resident in the UK and in Italy, means that we can provide a tax expertise who will provide tax planning strategy fully understanding the other issues involved for that particular client. These may include family and succession concerns, long term plans for their business or their philanthropic ambitions.
Trusts
We have long and broad experience of advising in relation to trusts.
Our approach is always to consider how useful and appropriate they are to the individual circumstance.
They are not always simple, but they remain important and flexible tools to help with the controlled devolution and management of wealth.
Once trusts are up and running, they need to be soundly administered. We seek to ensure that this is done as effectively and efficiently as possible, and regard trust administration as a real service of which we are justly proud.
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